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shivam
2026-04-14 18:33:42 -07:00
committed by Ishaan Jaffer
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docs/my-website/docs/proxy/guardrails/policy_flow_builder.md
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@@ -71,11 +71,105 @@ For each step you choose an action for **pass**, **fail**, and optionally **erro
3. Select **Flow Builder** (instead of the simple form)
4. Design your flow:
- **Trigger** — Incoming LLM request (runs when the policy matches)
- **Steps** — Add guardrails, set **ON PASS**, **ON FAIL**, and **ON ERROR** actions per step (ON ERROR is optional; when unset, errors follow ON FAIL)
- **End** — Request proceeds to the LLM
5. Use the **+** between steps to insert new steps
6. Use the **Test** panel to run sample messages through the pipeline before saving
7. Click **Save** to create or update the policy
- **Steps** — Add guardrails; set **ON PASS**, **ON FAIL**, and **ON API FAILURE** / **ON ERROR** per step (when **ON API FAILURE** is unset, technical errors follow **ON FAIL**)
- **End** — Request proceeds to the LLM when the pipeline allows it
5. Use **+** between steps to insert another guardrail step (for fallbacks, retries, or stricter second checks)
6. Use **Test Pipeline** to run sample messages before saving
7. Click **Save Policy** (or **Save**) to create or update the policy
### Configure guardrail fallbacks in the UI (walkthrough)
1. Click **Policies**
![Policies tab in the Admin UI](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/1333f4ae-d7df-4645-bd33-fee11c80cb96/ascreenshot_ce21e8bd79324c4685ad6c191e39d89e_text_export.jpeg)
2. Click **+ Add New Policy**
![Add new policy](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/353c08ab-cdb5-490f-b54f-734f77c87c45/ascreenshot_223033a61071485187e87cbb8c41081e_text_export.jpeg)
3. Click **Flow Builder**
![Choose Flow Builder](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/70e99d1b-fd76-4143-93f4-296b8b4c3904/ascreenshot_ef49b2e2c5dc40e39cf8da7a37f346ac_text_export.jpeg)
4. Click **Continue to Builder**
![Continue to Builder](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/3de1beaf-9c52-4f03-9100-ce4d47e41967/ascreenshot_a1d64e7e58c54b6cb8a311173ffe435a_text_export.jpeg)
5. Click the **guardrail search** field on the first step
![Select first guardrail — search field](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/640f699b-bdde-4e6d-a226-1fede9477b22/ascreenshot_27f14445b78b4e61872f3f95c1c9bacd_text_export.jpeg)
6. Choose **Test Moderation** (or your primary guardrail)
![Pick Test Moderation](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/d46f7ab6-4231-44fb-b377-59f817cdfbe5/ascreenshot_e3a9f8e25ffe46ad82a73641b81d157c_text_export.jpeg)
7. For one branch (e.g. **ON API FAILURE**), set the action to **Next Step** so the pipeline can fall through to the next guardrail when the API errors
![Set action to Next Step](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/3a7ddc2a-4317-417b-9341-ff6b0913e64b/ascreenshot_8878486dc12b4dddafe0c8ba4382a0fb_text_export.jpeg)
8. For **ON PASS**, set **Allow** (or **Next Step** if you need more steps before allowing)
![Set ON PASS to Allow](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/0e31cde8-3075-4e17-b771-b2b1696db98f/ascreenshot_b4b1d232459e4941904c9fbcf90c70ca_text_export.jpeg)
9. Open the next outcome’s search/dropdown (e.g. **ON FAIL**)
![Configure another branch — search field](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/715fc3ad-f245-4ee8-bb36-cc13400d635d/ascreenshot_395fece82c124d4d826fb5d84c9c0529_text_export.jpeg)
10. Set that branch to **Next Step** if failed checks should continue to your backup guardrail
![ON FAIL or branch — Next Step](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/83156e9b-fc3f-4cc2-a6cb-2a13a5e77b06/ascreenshot_c61429bf7b354063afc57c40a6b45c7a_text_export.jpeg)
11. Click **+** between steps to add a second guardrail
![Add step — plus control](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/e76cff13-af73-4775-90f6-4d29cb97d401/ascreenshot_52c478e7afd5410f9f63b616c753c851_text_export.jpeg)
12. Open the guardrail search field on the new step
![Second step — guardrail search](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/5c1c4eea-d7da-41e5-bebd-945e97562aa5/ascreenshot_cef70e9146b148b1936e721638de0783_text_export.jpeg)
13. Select **Insults & Personal Attacks** (or your fallback / stricter guardrail)
![Pick Insults and Personal Attacks](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/e796c733-351f-494f-9261-795c27f2b519/ascreenshot_f0f778d50c2146e48829ffb203c7de92_text_export.jpeg)
14. Set **Next Step** or **Block** on the branches as needed for this step
![Second step branch — Next Step](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/c5fad953-4f4b-47ec-ab6d-81d21b2fb7b8/ascreenshot_b515fadec0534c6a9b9d66091398d82d_text_export.jpeg)
15. Set **ON PASS** to **Allow** when this guardrail should complete the pipeline successfully
![Second step — Allow on pass](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/8210f32a-8704-41b1-97cc-7d183682a2a4/ascreenshot_23361af2b7da482a8d89025ab285a72e_text_export.jpeg)
16. Open the branch where you want a **Custom Response** (e.g. **ON FAIL** on the last step)
![Custom response — open branch selector](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/98ab3a2c-f22f-4478-a146-d5d26cae9b10/ascreenshot_6a3b673654e64ce29c8c93fbf30c52ed_text_export.jpeg)
17. Choose **Custom Response**
![Select Custom Response](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/a9e69e82-d517-4426-95da-034643a2388b/ascreenshot_f8ef581fbfb440cdbf145a2e9368c8e8_text_export.jpeg)
18. Click **Enter custom response...** and type your message
![Custom response text field](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/ef0f90ba-d0bc-4220-874f-4998b2dcc5f6/ascreenshot_f3e825b57fa0478a92f56840af266e03_text_export.jpeg)
19. Confirm or edit the message in **Enter custom response...** as needed
![Custom response — confirm message](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/f9a4711d-655c-4f15-b0ea-6b7d33fe6e60/ascreenshot_5df4b465bc484d8f86a4af5a45e9ab42_text_export.jpeg)
20. Open **Test Pipeline**
![Test Pipeline panel](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/3f9ac555-66fe-43e0-a8d8-2288a5966c73/ascreenshot_b2319dae363346ebb4da5d09180b56e8_text_export.jpeg)
21. Click **Run Test**
![Run Test](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/8e21e973-8193-404b-9d97-fd85be5f90b6/ascreenshot_619ca71e3be244449ca2ab01dde3cc45_text_export.jpeg)
22. Expand **Step 1** (or the first guardrail row) in the results to see **ERROR** / **Next Step** vs **PASS** / **Allow**
![Expand first step in test results](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/b8010e20-dd9a-4e59-b0ca-1f2ba4c7b6ac/ascreenshot_da99f5761bbf44a08af4f1e1175a95fc_text_export.jpeg)
23. Expand **Step 2** (e.g. **Insults & Personal Attacks**) to confirm **PASS** and **Allow** after the fallback
![Expand Step 2 — second guardrail outcome](https://colony-recorder.s3.amazonaws.com/files/2026-04-15/cac5273c-dd4f-48a0-af58-12c428d0f0d0/ascreenshot_f74da58e280a47319a7d2fa41519f4fb_text_export.jpeg)
## Config (YAML)